Our Licensed Professionals

Our team combines their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Licensed Security Professionals

Julie Bird - Series 7, 6, 65 & 63 in the following states:

CA, CO, FL, GA, IL, IN, MD, MN, MO, MS, NY, OK, TN, TX

Judy Sherman: CT, FL, TN, TX, WA

Licensed Insurance Professionals:

Group 1 - Life and Health

Julie Bird: CA, FL, IL, MO, MS, NJ, NY, TX, VA
State of Domicile: TX | California Insurance Lic. #0H64706

Judy Sherman: CT, FL, MI, NC, NM, TN, TX, WA
State of Domicile: TX